Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.621 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49508.54 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43499.97 Kr¶
PnL: ---------------------------------------> -1375.61 Kr¶
DD now: ---------------------------------> -6.799 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 14:51:13.862216'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 6.250000 | 1518.370000 | 95.370000 | 6.700000 | 1423.000014 |
| Nederman Holding | 1 | -2.370000 | 206.000000 | 7.000000 | 3.520000 | 199.000000 |
| Hennes & Mauritz B | 6 | -0.960000 | 916.200000 | 4.200000 | 0.460000 | 912.000000 |
| Eastnine | 6 | 0.550000 | 660.000000 | 3.000000 | 0.460000 | 657.000000 |
| Profoto Holding | 7 | -1.670000 | 575.400000 | -6.600000 | -1.130000 | 581.999999 |
| Atrium Ljungberg B | 5 | 0.170000 | 895.500000 | -8.500000 | -0.940000 | 904.000000 |
| ASSA ABLOY B | 4 | -0.490000 | 984.000000 | -9.000000 | -0.910000 | 993.000000 |
| Creaspac SPAC | 40 | 0.210000 | 3820.000000 | -14.000000 | -0.370000 | 3834.000000 |
| JM | 7 | -0.450000 | 935.900000 | -14.100000 | -1.480000 | 950.000002 |
| Biotage | 1 | -5.210000 | 134.600000 | -14.400000 | -9.660000 | 149.000000 |
| OX2 | 12 | -1.390000 | 894.000000 | -15.000000 | -1.650000 | 909.000000 |
| AcadeMedia | 20 | -0.740000 | 962.800000 | -15.200000 | -1.550000 | 978.000000 |
| BioGaia B | 8 | 0.910000 | 888.000000 | -16.000000 | -1.770000 | 904.000000 |
| Gränges | 10 | 0.290000 | 1021.000000 | -18.000000 | -1.730000 | 1039.000000 |
| Vitrolife | 3 | 0.000000 | 657.000000 | -20.000000 | -2.950000 | 677.000001 |
| Bufab | 3 | -0.510000 | 1054.200000 | -21.800000 | -2.030000 | 1076.000001 |
| Investor B | 3 | -0.660000 | 633.450000 | -24.550000 | -3.730000 | 657.999999 |
| Latour B | 4 | -1.980000 | 831.200000 | -24.800000 | -2.900000 | 856.000000 |
| Addnode Group B | 7 | -0.950000 | 879.200000 | -25.800000 | -2.850000 | 904.999998 |
| Hoist Finance | 36 | 1.300000 | 984.600000 | -26.400000 | -2.610000 | 1010.999988 |
| Vitec Software Group B | 2 | -2.530000 | 1077.000000 | -27.000000 | -2.450000 | 1104.000000 |
| Hexatronic Group | 15 | -0.430000 | 1040.100000 | -30.900000 | -2.890000 | 1071.000000 |
| INVISIO | 15 | -0.420000 | 3540.000000 | -32.000000 | -0.900000 | 3571.999995 |
| Sandvik | 4 | -0.390000 | 815.200000 | -32.800000 | -3.870000 | 848.000000 |
| Sagax A | 4 | -2.290000 | 852.000000 | -34.000000 | -3.840000 | 886.000000 |
| Alimak Group | 12 | -0.250000 | 969.600000 | -37.400000 | -3.710000 | 1007.000004 |
| Sagax B | 4 | -2.440000 | 846.800000 | -38.200000 | -4.320000 | 885.000000 |
| SKF B | 5 | -1.050000 | 938.500000 | -41.500000 | -4.230000 | 980.000000 |
| Byggmax Group | 33 | -1.130000 | 925.320000 | -41.680000 | -4.310000 | 966.999990 |
| EQT | 4 | -2.870000 | 824.800000 | -48.200000 | -5.520000 | 873.000000 |
| Catena | 2 | -0.480000 | 752.800000 | -53.200000 | -6.600000 | 806.000000 |
| Platzer Fastigheter Holding B | 12 | -1.190000 | 897.600000 | -53.400000 | -5.620000 | 951.000000 |
| HEXPOL B | 8 | -5.010000 | 894.400000 | -62.600000 | -6.540000 | 957.000000 |
| Orrön Energy | 170 | -4.010000 | 1972.000000 | -74.000000 | -3.620000 | 2045.999980 |
| Hexagon B | 26 | -1.730000 | 3325.400000 | -94.600000 | -2.770000 | 3420.000012 |
| VEF | 788 | -1.040000 | 1793.490000 | -109.510000 | -5.750000 | 1903.000300 |
| Sedana Medical | 93 | 0.730000 | 2583.540000 | -400.040000 | -13.410000 | 2983.577733 |
| TOTAL | 43499.970000 | -1375.610000 | -6.7993% | 44875.578016 |
Updated:¶
'2023-06-21 14:51:30.113358'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
